PSA Permissions

Changes to Permissions in Spring 2021

The following changes have been introduced in the Spring 2021 release.

New Permissions Added

New Permission Sets

PSA - Approve Timecards
PSA - Close Time Period for Forecasting
PSA - Configure Recognition Methods for Forecasting
PSA - Delete Forecasts
PSA - Edit Skill and Certification Ratings
PSA - Enter Time Against Milestones
PSA - Enter Time Against Projects and Assignments
PSA - Enter Time Against Tasks
PSA - Manage Configuration
PSA - Manage Skill and Certification Ratings
PSA - Manage Skills
PSA - Manage Your Skill and Certification Ratings
PSA - View Skills Capacity

New Permission Set Groups

FF Group - PSA - Line Manager
FF Group - PSA - Ops Team Member
FF Group - PSA - Project Manager
FF Group - PSA - Resource
FF Group - PSA - Resource Manager
FF Group - PSA - Services Leader
FF Group - PSA - System Administrator

New Custom Permissions

No changes have been made in this release.

Deprecated Permissions

Deprecated Permission Sets

PSA - Administration. API Name: PSAAdministration
PSA - Forecasting. API Name: PSAServicesForecasting
PSA - Forecasting - Adjustments. API Name: PSAServicesForecastingOverrides
PSA - Forecasting - Lock. API Name: PSAServicesForecastingCommit
PSA - Forecasting - Project Manager. API Name: PSAServicesForecastingProjectManager
PSA - Forecasting - Regional Manager. API Name: PSAServicesForecastingRegionalManager
PSA - Forecasting - Run. API Name: PSAServicesForecastingRun
PSA - Forecasting - Setup. API Name: PSAServicesForecastingSetup
PSA - Skills. API Name: PSASkills
PSA - Skills - Cascade Delete. API Name: PSASkillsCascadeDelete
PSA - Skills - Cascade Delete. API Name: PSASkillsCascadeDelete

Deprecated Permission Set Groups

No changes have been made in this release.

Deprecated Custom Permissions

No changes have been made in this release.

Updates to Permission Sets

Permissions in the following permission sets have been updated in this release. For more information, see the Technical Documentation Pack on the FinancialForce Community.
Billing Event to Billing Document Integration
IHC Concur to PSA
IHC Jira to PSA
PSA
PSA - Adjust Forecast Version
PSA - Configure Forecast Setup
PSA - Create Project From Opportunity
PSA - Expenses
PSA - Forecasting - Lock
PSA - Forecasting - Project Manager
PSA - Forecasting - Regional Manager
PSA - Forecasting - Run
PSA - Lightning Component Apex Class Access
PSA - Utilization Analytics
PSA Analytics Integration User Read Access
PSA Project Manager - Gantt
PSA Resource API
PSA Resource API - Assignment
TODPermissionSetTeamLead

Updates to Permission Set Labels

For information about changes to permission set labels, see the Technical Documentation Pack on the FinancialForce Community.


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